中美在马来西亚吉隆坡举行经贸磋商;光刻胶领域我国取得新突破丨盘前情报
2 1 Shi Ji Jing Ji Bao Dao·2025-10-27 00:23

A-shares Performance - The A-share market experienced a rebound from October 20 to October 24, with the ChiNext Index leading the gains. The Shanghai Composite Index closed at 3950.31 points, up 2.88%, the Shenzhen Component Index at 13289.18 points, up 4.73%, and the ChiNext Index at 3171.57 points, up 8.05% [2][3] - Approximately 81% of stocks rose during the week, with 179 stocks increasing over 15% and 16 stocks declining over 15%. The sectors that performed well included communication, electronics, power equipment, and machinery, while traditional sectors like agriculture, food and beverage, and beauty care saw declines [2] International Market Overview - The New York stock market saw all three major indices rise on October 24, with the Dow Jones Industrial Average increasing by 472.51 points to 47207.12 points (up 1.01%), the S&P 500 rising by 53.25 points to 6791.69 points (up 0.79%), and the Nasdaq Composite gaining 263.07 points to 23204.87 points (up 1.15%) [4][5] - In Europe, the FTSE 100 index rose by 67.05 points to 9645.62 points (up 0.70%), while the CAC40 index in France fell slightly by 0.15 points to 8225.63 points, and the DAX index in Germany increased by 32.10 points to 24239.89 points (up 0.13%) [4] Economic Developments - The latest report on state-owned assets revealed that by the end of 2024, the total assets of state-owned enterprises (excluding financial enterprises) will reach 401.7 trillion yuan, with state-owned capital equity at 109.4 trillion yuan. State-owned financial enterprises will have total assets of 487.9 trillion yuan and capital equity of 33.9 trillion yuan [6] - A breakthrough in the field of photoresist technology was reported, which is crucial for the continuous miniaturization of integrated circuit chips. A research team successfully analyzed the microscopic three-dimensional structure of photoresist molecules in a liquid environment, guiding the development of industrial solutions to significantly reduce lithography defects [7][8] Logistics Industry Developments - JD Logistics announced plans to purchase 3 million robots, 1 million unmanned vehicles, and 100,000 drones over the next five years, aiming to enhance its technological leadership in the smart logistics sector. The company has already deployed its "Wolf Pack" series robots across over 20 provinces in China and more than 10 countries [8] - The logistics industry is experiencing a pressing demand for cost reduction and efficiency improvement, driving the development of unmanned logistics vehicles. Recent technological advancements in perception devices and decision-making algorithms are significantly enhancing the capabilities of these vehicles, supporting their commercial application [9] National Drug Procurement - The 11th batch of national drug centralized procurement began on October 27, involving 55 varieties and over 400 participating companies. The procurement rules have been optimized to focus on clinical stability, quality assurance, and fair competition, with new mechanisms introduced to enhance the quality of bids [10]